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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,833 | $124,425-76.0% | $112,040-73.4% | $137,256-78.3% |
| Participation rate | 43.8% | 79.3%-35.6pp | 76.5%-32.7pp | 80.0%-36.2pp |
| Annual return | 12.73% | 24.72%-12.0pp | 24.52%-11.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $827 | $3,411-75.8% | $2,954-72.0% | $4,156-80.1% |
| Participant deferral / active EE | $1,631 | $5,718-71.5% | $5,098-68.0% | $6,407-74.5% |
| Admin fee / account holder | $6,199 | $15,207-59.2% | $12,098-48.8% | $12,270-49.5% |